AI &amp; Quantum Computing

Marvell Technology shares closed Friday up 7.2 percent at €192.48, a sharp bounce that had less to do with any...

Sivers Semiconductors: A Growth Story Caught Between Short Sellers and a Shrinking Analyst Fan Club

The optics are compelling — literally. Sivers Semiconductors has identified a $4 billion market for optical amplifiers feeding into AI...

Broadcom’s New Role as AI’s Safety Net: When Chipmakers Start Guaranteeing Their Customers’ Futures

The most telling detail in Broadcom's latest earnings report wasn't the revenue figure, the AI growth rate, or even the...

Nvidia’s Two-Pronged Offensive: A $3.5 Billion Stake in MediaTek and a Cloud Alliance That Reshapes the AI Map

The arithmetic of artificial intelligence is no longer just about who builds the fastest chip. It is increasingly about who...

Nebius Doubles Down on 5-Gigawatt Target as Investors Weigh the Cost of AI’s Land Grab

The arithmetic behind Nebius' growth story is getting harder to ignore — and harder to finance. On Friday, shares in...

IonQ’s Vertical-Integration Bet Faces Its Moment of Proof

There is a peculiar gap between what IonQ's corporate filings suggest and what its stock chart shows. The company has...

Berkshire’s Quiet Offensive: Power Lines, Plane Tickets, and a $36 Billion AI Proxy

Greg Abel is not building data centers. He is not designing chips. And he is certainly not chasing the latest...

Redwood AI Spends Big on Visibility as Shares Digest a Whirlwind Quarter

The numbers tell a story of whiplash. Redwood AI closed Friday at €1.15, down 8.0 percent on the day and...

Palantir’s Reputation Divide: A Supermarket Exit Exposes the Cost of Doing Business in Two Worlds

The week just gone handed Palantir shareholders a study in contradiction. A Thursday surge of roughly 8 percent, powered by...

Nvidia’s Balancing Act: A $12.9 Billion Platform Bet Meets Supply Chain Reality